Bulk Import of large amounts of CRM data can put a strain on both MyRepChat and the CRM and also, depending on the number of contacts or the CRM API, may yield a poor user experience. So rather than use a bulk import, we generally recommend searching for contacts or 'groups' as you need them in MRC, and we automatically search for new contacts with phone numbers for incoming messages/calls. So in most cases, there is little need to bulk import all contacts from a CRM.
However, there are CRMs that may not have the greatest search behavior (see your CRM specific integration page for search behavior) or maybe you just prefer to import everything all at once.
To do this, it is possible to bulk export from a CRM, and then import into MyRepChat, and link those contacts so we will write back notes, etc., to the CRM.
Export CSV From CRM:
This is CRM specific, but the requirement for making sure the MyRepChat contact gets properly linked back to the CRM is to include the unique ID for that contact in your CRM. Most exports will automatically have it, but some require you to add columns, so make sure to add a column that is likely named 'Contact ID' or 'ID', etc.
Add CRM name column to CSV:
Now that you have a CSV from your CRM, you need to manually add a column that contains the CRM name so that MyRepChat will know which CRM the CSV is coming from. See the Appendix below to get the valid name for your CRM. For the new column, add the same CRM name value for every contact in your CSV.
Import CSV into MyRepChat and link columns:
Go to MyRepChat and 'Contacts' and click 'Add Contact or Group'. Choose 'Import contacts and groups from CSV'. Pick the file you exported and edited in the steps above. It will show you a summary of lines (contacts) that will be imported:
Link the MyRepChat 'Target' fields to the fields in the CSV file. Here are the main fields you'll want to make sure you link:
- 'Source' - this is the CRM name you manually entered. This tells MyRepChat that the contact you're adding comes from the CRM you exported from.
- 'Source ID' - this is the CRM unique id for that contact.
- 'Mobile' - this will become your messaging number in MyRepChat. If you just link 'Phone', it will not, and you'll have to set it manually.
- Also any names, addresses, etc you want to include in your contact.
Verify the Contacts in MyRepChat:
Go to 'Contacts' to see your new contacts (you may want to refresh the browser window to make sure you see them). They should all have the CRM logo. This tells you that the contacts imported are linked with the CRM and any messages to/from those contacts will be sent via notes back to your CRM.